Callan JMB Inc.: which funds bought and sold
Institutions that bought and sold Callan JMB shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 7 institutions that filed 13F reports for both quarters added to or opened positions in Callan JMB, and 7 cut or closed them. Together they added a net 25K shares, +4.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 32K shares; index fund managers were net sellers of 9,369 shares (−29.6%). 6 opened a new position and 3 sold out entirely.
Bought, Q2 2026 7 institutions, 6 of them new holders Sold, Q2 2026 7 institutions, 3 of them sold out
Net change, all compared +25K shares (+4.2%)
Net change, active managers +32K shares (—), 1 bought, 0 sold
Buyers versus sellers
7 bought 3 7 sold
Active managers and hedge funds 1 bought · 0 sold · +32K
Index fund managers 0 bought · 2 sold · −9,369
Other institutions 6 bought · 5 sold · +2,373
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | +32K New position | 32K | $25,797 |
| Axxcess Wealth Management, LLC | +25K New position | 25K | $20,100 |
| Financial Plan, Inc. | +14K New position | 14K | $10,854 |
| Citigroup Inc | +13K New position | 13K | $10,792 |
| Xtx Topco Ltd | +11K New position | 11K | $9,075 |
| UBS Group AG | +4,009 +245.3% | 5,643 | $4,537 |
| Barclays PLC | +1 New position | 1 | $1 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | +32K New position | 32K | $25,797 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jane Street Group, LLC | −28K Sold out | 0 | — |
| HRT Financial LP | −19K Sold out | 0 | — |
| Bard Associates Inc | −16K −6.6% | 229K | $184,317 |
| Geode Capital Management, LLC Index funds | −7,297 −31.8% | 16K | $12,599 |
| Vanguard Fiduciary Trust Co Index funds | −2,072 Sold out | 0 | — |
| Tower Research Capital LLC (TRC) | −1,636 −79.0% | 434 | $349 |
| Caitong International Asset Management Co., Ltd | −1 −50.0% | 1 | $1 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| None of the active managers on our list. | |||
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Citadel Advisors LLCHedge fund | 32K | $25,797 |
| Axxcess Wealth Management, LLC | 25K | $20,100 |
| Financial Plan, Inc. | 14K | $10,854 |
| Citigroup Inc | 13K | $10,792 |
| Xtx Topco Ltd | 11K | $9,075 |
| Barclays PLC | 1 | $1 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Jane Street Group, LLC | 28K | $35,329 |
| HRT Financial LP | 19K | $23,000 |
| Vanguard Fiduciary Trust CoIndex funds | 2,072 | $2,590 |
Who holds the shares
- Institutions reporting
- 14
- Ten largest holders
- 99.0% of 13F-reported shares
- Index fund managers
- 3.6% of 13F-reported shares
- Active managers and hedge funds
- 5.2% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 1 | 0 | 1 | 0 | +32K | — |
| Index fund managers | 0 | 2 | 0 | 1 | −9,369 | −29.6% |
| Other institutions | 6 | 5 | 5 | 2 | +2,373 | +0.4% |